Free Financial Counseling

At San Diego County Credit Union, we are committed to helping our members establish good financial management skills. Taking control of your personal finances can be a difficult task, but being armed with the right information is vital to accomplish that goal. Without financial goals and specific plans for meeting them, we may drift along and leave our future to chance. 

Regardless of your age or stage in life, it is important to take control of your finances. We want to help. SDCCU is pleased to offer FREE financial counseling services to our members.

SDCCU Financial Counseling 

If you have an SDCCU loan and need assistance, please contact us directly at (877) 732-2848, ext. 2516, for more information.

BALANCE Financial Fitness 

If you have general financial counseling needs, we have partnered with BALANCESM Financial Fitness to provide our members with comprehensive personal financial assistance. The BALANCE Financial Fitness Program can help you resolve your financial situations, assist you with making and meeting your financial goals and provide financial education. Best of all, this service is FREE to all SDCCU members.

The BALANCE Financial Counselors can help you:

  • Gain control of your finances
  • Understand your credit report
  • Create a budget
  • Manage your debt

The goal of this partnership is to help you balance your financial life. All information is kept strictly confidential between you and Balance. No financial products are sold through this program so you can be sure the financial advice you receive is in your best interest. Assistance is available in English and Spanish.

Visit BALANCE Financial Fitness

Get financial education online with BALANCE Track.

Contact BALANCE to speak with a counselor at (888) 456-2227:

Monday - Thursday: 5 a.m. – 8 p.m.

Friday: 5 a.m. – 5 p.m.

Saturday: 8 a.m. – 5 p.m.

If you are working with BALANCE and have been asked to send in documentation, please fax it to: (415) 777-4065.

BALANCE Financial Fitness is not affiliated with SDCCU. 

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